High Point Wealth Management, LLC
CHESTER NJ · SEC CIK 0002106882
$1.22亿2026Q2 申报市值
250持仓数
43.3%前十大占比 · 第一大 10.5%
11 / 13新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IDGT 加仓+$68.79万
FUTY 加仓+$31.35万
XOM 新建仓+$31.30万
DTCR 加仓+$30.89万
QQQX 加仓+$27.88万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$38.84万
FBCG 减仓-$36.65万
IYW 减仓-$34.91万
IHI 减仓-$30.08万
CIBR 减仓-$25.65万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| UNP | UNION PAC CORP COM | $12.35万 | 0.10% | 454 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC COM CL A | $12.29万 | 0.10% | 1,235 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INC | $12.18万 | 0.10% | 237 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES S&P 500 GROWTH ETF | $12.03万 | 0.10% | 875 | 1 | 0.1% | $138 | 加仓 |
| MS | MORGAN STANLEY | $11.28万 | 0.09% | 539 | -197 | -26.8% | -$4.12万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LNS WITH STOCK SPLIT SHARES | $11.16万 | 0.09% | 515 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION COM | $11.06万 | 0.09% | 553 | 1 | 0.2% | $200 | 加仓 |
| IJH | ISHARES CORE S&P MID CAP ETF | $10.22万 | 0.08% | 1,325 | 0 | 0.0% | — | 不变 |
| FDMO | FIDELITY MOMENTUM FACTOR ETF | $10.07万 | 0.08% | 1,021 | 1 | 0.1% | $99 | 加仓 |
| COST | COSTCO WHOLESALE CORP | $9.67万 | 0.08% | 103 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD HEALTH CARE ETF | $9.32万 | 0.08% | 312 | 1 | 0.3% | $299 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $9.10万 | 0.07% | 780 | -80 | -9.3% | -$9,334 | 减仓 |
| BAC | BANK OF AMER CORP COM | $8.75万 | 0.07% | 1,536 | 4 | 0.3% | $228 | 加仓 |
| OKE | ONEOK INC NEW COM | $8.69万 | 0.07% | 1,000 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO COM | $8.40万 | 0.07% | 70 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $8.36万 | 0.07% | 712 | 0 | 0.0% | — | 不变 |
| HNGE | HINGE HEALTH INC CL A | $8.30万 | 0.07% | 1,000 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC COM | $7.97万 | 0.07% | 588 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION COM | $7.77万 | 0.06% | 469 | 1 | 0.2% | $166 | 加仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $7.77万 | 0.06% | 39 | 39 | — | $7.77万 | 新建仓 |
| NFLX | NETFLIX INC. COM | $7.71万 | 0.06% | 1,080 | -100 | -8.5% | -$7,140 | 减仓 |
| SGOL | ABRDN PHYSICAL GOLD SHARES ETF | $7.65万 | 0.06% | 2,000 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP COM | $7.49万 | 0.06% | 277 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $7.03万 | 0.06% | 688 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO COM | $7.03万 | 0.06% | 767 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $6.67万 | 0.05% | 880 | 4 | 0.5% | $303 | 加仓 |
| UNH | UNITEDHEALTH GROUP | $6.37万 | 0.05% | 153 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC COM | $5.90万 | 0.05% | 319 | 0 | 0.0% | — | 不变 |
| — | FIDELITY DISRUPTIVE TECHNOLOGY ETF | $5.79万 | 0.05% | 1,000 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO RAFI US 1000 ETF | $5.77万 | 0.05% | 1,068 | 3 | 0.3% | $162 | 加仓 |
| ISRG | INTUITIVE SURGICAL, INC. | $5.73万 | 0.05% | 144 | 0 | 0.0% | — | 不变 |
| FSTA | FIDELITY MSCI CONSUMER STAPLES INDEX ETF | $5.61万 | 0.05% | 1,067 | 6 | 0.6% | $315 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $5.59万 | 0.05% | 335 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC COM | $5.58万 | 0.05% | 122 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO COM | $5.57万 | 0.05% | 88 | 0 | 0.0% | — | 不变 |
| IHF | ISHARES DJ US HEALTH CARE PROVIDERS | $5.53万 | 0.05% | 1,000 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC COM | $5.33万 | 0.04% | 162 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $5.06万 | 0.04% | 1,054 | 0 | 0.0% | — | 不变 |
| IYG | ISHARES TR DOW JONES U S FINL SVCS | $4.92万 | 0.04% | 544 | 1 | 0.2% | $91 | 加仓 |
| AXP | AMERICAN EXPRESS CO COM | $4.89万 | 0.04% | 145 | 0 | 0.0% | — | 不变 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $4.80万 | 0.04% | 850 | 850 | — | $4.80万 | 新建仓 |
| COP | CONOCOPHILLIPS COM | $4.74万 | 0.04% | 456 | 3 | 0.7% | $312 | 加仓 |
| TEL | TE CONNECTIVITY LTD | $4.68万 | 0.04% | 232 | 0 | 0.0% | — | 不变 |
| NGG | NATIONAL GRID TRANSCO PLC | $4.63万 | 0.04% | 559 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO COM | $4.55万 | 0.04% | 259 | 0 | 0.0% | — | 不变 |
| FCFS | FIRST CASH FINANCIAL | $4.48万 | 0.04% | 207 | 0 | 0.0% | — | 不变 |
| HRB | BLOCK H & R INC COM | $4.45万 | 0.04% | 1,168 | 16 | 1.4% | $609 | 加仓 |
| PHM | PULTE GROUP INC COM | $4.41万 | 0.04% | 322 | 1 | 0.3% | $137 | 加仓 |
| TXN | TEXAS INSTRS INC COM | $4.31万 | 0.04% | 145 | 1 | 0.7% | $297 | 加仓 |
| KMB | KIMBERLY-CLARK CORP COM | $4.27万 | 0.03% | 389 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $4.24万 | 0.03% | 85 | 1 | 1.2% | $499 | 加仓 |
| PLD | PROLOGIS INC. COM | $4.18万 | 0.03% | 309 | 102 | 49.3% | $1.38万 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC | $4.12万 | 0.03% | 244 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES MSCI EAFE SMALL CAP ETF | $4.11万 | 0.03% | 500 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $3.99万 | 0.03% | 244 | 0 | 0.0% | — | 不变 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $3.98万 | 0.03% | 57 | 1 | 1.8% | $698 | 加仓 |
| COIN | COINBASE GLOBAL INC COM CL A | $3.92万 | 0.03% | 268 | -40 | -13.0% | -$5,848 | 减仓 |
| HYG | ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF | $3.90万 | 0.03% | 488 | 7 | 1.5% | $559 | 加仓 |
| MDLZ | MONDELEZ INTL INC CL A | $3.89万 | 0.03% | 672 | -81 | -10.8% | -$4,687 | 减仓 |
| ORCL | ORACLE CORPORATION | $3.55万 | 0.03% | 242 | -407 | -62.7% | -$5.96万 | 减仓 |
| SBAC | SBA COMMUNICATIONS CP | $3.53万 | 0.03% | 200 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC COM | $3.36万 | 0.03% | 80 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC SPON ADR NEW | $3.21万 | 0.03% | 534 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATIONAL RAILWAY CO | $3.20万 | 0.03% | 269 | 0 | 0.0% | — | 不变 |
| FBT | FIRST TR EXCHANGE TRADED FD AMEX BIOTECHNOLOGY INDEX | $3.18万 | 0.03% | 128 | 0 | 0.0% | — | 不变 |
| VLUE | ISHARES MSCI USA VALUE FACTOR ETF | $3.15万 | 0.03% | 158 | 28 | 21.5% | $5,580 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $3.11万 | 0.03% | 42 | 17 | 68.0% | $1.26万 | 加仓 |
| CWB | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | $3.10万 | 0.03% | 288 | 1 | 0.3% | $108 | 加仓 |
| RTX | RTX CORPORATION COM | $3.04万 | 0.02% | 160 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 COM | $2.94万 | 0.02% | 174 | 2 | 1.2% | $337 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS | $2.87万 | 0.02% | 284 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $2.87万 | 0.02% | 60 | 60 | — | $2.87万 | 新建仓 |
| UHAL | U HAUL HOLDING COMPANY COM | $2.81万 | 0.02% | 430 | 0 | 0.0% | — | 不变 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $2.77万 | 0.02% | 53 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP CL A | $2.76万 | 0.02% | 305 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC COM | $2.70万 | 0.02% | 100 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $2.61万 | 0.02% | 210 | 1 | 0.5% | $124 | 加仓 |
| IWV | ISHARES RUSSELL 3000 ETF | $2.43万 | 0.02% | 57 | 0 | 0.0% | — | 不变 |
| CRCL | CIRCLE INTERNET GROUP INC COM CL A | $2.35万 | 0.02% | 375 | -75 | -16.7% | -$4,697 | 减仓 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $2.35万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| FNCL | FIDELITY MSCI FINANCIALS INDEX ETF | $2.34万 | 0.02% | 305 | 1 | 0.3% | $77 | 加仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $2.32万 | 0.02% | 788 | 2 | 0.3% | $59 | 加仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $2.28万 | 0.02% | 150 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW CL A | $2.25万 | 0.02% | 61 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE COM | $2.12万 | 0.02% | 135 | 0 | 0.0% | — | 不变 |
| ONEQ | FIDELITY NASDAQ COMPOSITE INDEX ETF | $2.11万 | 0.02% | 204 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $2.04万 | 0.02% | 40 | 0 | 0.0% | — | 不变 |
| EQPT | EQUIPMENTSHARE COM INC COM CL A | $1.97万 | 0.02% | 1,000 | 1,000 | — | $1.97万 | 新建仓 |
| NVS | NOVARTIS AG ADR | $1.92万 | 0.02% | 123 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC | $1.90万 | 0.02% | 85 | -86 | -50.3% | -$1.93万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $1.89万 | 0.02% | 175 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC COM | $1.88万 | 0.02% | 85 | 85 | — | $1.88万 | 新建仓 |
| FFLC | FIDELITY FUNDAMENTAL LARGE CAP CORE ETF | $1.81万 | 0.01% | 308 | 1 | 0.3% | $59 | 加仓 |
| PPA | INVESCO AEROSPACE & DEFENSE ETF | $1.77万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| MUSA | MURPHY USA INC COM | $1.72万 | 0.01% | 32 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC COM | $1.72万 | 0.01% | 70 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT INC | $1.70万 | 0.01% | 65 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $1.67万 | 0.01% | 75 | 1 | 1.4% | $223 | 加仓 |
| SLG | SL GREEN RLTY CORP COM | $1.64万 | 0.01% | 316 | 5 | 1.6% | $259 | 加仓 |
| HUM | HUMANA INC COM | $1.61万 | 0.01% | 41 | 1 | 2.5% | $394 | 加仓 |